See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 23 730 THIRD AVE. · NEW YORK, NC 10017 | Insurance services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,440 | $46,553-6.7% | $64,056-32.2% | $75,163-42.2% |
| Participation rate | 93.3% | 65.9%+27.4pp | 72.3%+21.0pp | 67.2%+26.1pp |
| Annual return | 15.01% | 26.03%-11.0pp | 33.69%-18.7pp | 160.62%-145.6pp |
| Employer contribution / active EE | $5,222 | $1,974+164.5% | $2,747+90.1% | $2,670+95.6% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,880-100.0% | $4,125-100.0% |
| Admin fee / account holder | $189 | $2,952-93.6% | $3,068-93.8% | $5,651-96.7% |